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IFA Administrator
Ortus Psr Diss, Norfolk
Mar 22, 2026
Full time
A well-established financial planning practice is looking to recruit an experienced Client Relationship Manager to join their team across their Newton Abbott office. This is a varied and client-facing administrative role, sitting at the heart of the business and providing essential support to a team of Financial Advisers. Salary up to £33,000 & hybrid working 3 days in the office The Role The successful candidate will serve as a key point of contact for clients, managing enquiries by phone, email and in person with professionalism and care. They will take ownership of the end-to-end administration process - from organising client review meetings and preparing valuation reports, through to processing new business applications and ensuring all actions and follow-ups are completed accurately and on time. Day-to-day responsibilities will include: Managing Financial Adviser diaries and coordinating client meetings Preparing meeting packs and new business documentation for sign-off Submitting, processing and following up on applications in a compliant and timely manner Maintaining accurate client records on the back office system (Intelligent Office) Processing fund switches, rebalances, surrender requests and death claims Uploading file notes and ensuring client files meet compliance requirements Ordering quotes and requesting policy details on behalf of advisers Providing holiday and sickness cover for colleagues as required The Person The practice is looking for someone with a minimum of two years' experience working within the IFA market, including hands-on experience with provider platforms. They will be confident managing their own workload, organised under pressure, and able to communicate clearly and professionally with both clients and colleagues across multiple locations. The ideal candidate will bring: Experience in an IFA or financial services administrative role Familiarity with CRM and back office systems Strong working knowledge of Microsoft Office Excellent interpersonal and written communication skills A high level of discretion when handling sensitive client data The ability to work effectively as part of a geographically spread team, both face-to-face and remotely This is a fantastic opportunity for an experienced financial services administrator to join a supportive and established team, with a competitive salary of up to £33,000 on offer depending on experience.
IFA Administrator
Ortus Psr Wellington, Somerset
Mar 22, 2026
Full time
A well-established financial planning practice is looking to recruit an experienced Client Relationship Manager to join their team across their Wellington offices. This is a varied and client-facing administrative role, sitting at the heart of the business and providing essential support to a team of Financial Advisers. Salary up to £33,000 & hybrid working 3 days in the office The Role The successful candidate will serve as a key point of contact for clients, managing enquiries by phone, email and in person with professionalism and care. They will take ownership of the end-to-end administration process - from organising client review meetings and preparing valuation reports, through to processing new business applications and ensuring all actions and follow-ups are completed accurately and on time. Day-to-day responsibilities will include: Managing Financial Adviser diaries and coordinating client meetings Preparing meeting packs and new business documentation for sign-off Submitting, processing and following up on applications in a compliant and timely manner Maintaining accurate client records on the back office system (Intelligent Office) Processing fund switches, rebalances, surrender requests and death claims Uploading file notes and ensuring client files meet compliance requirements Ordering quotes and requesting policy details on behalf of advisers Providing holiday and sickness cover for colleagues as required The Person The practice is looking for someone with a minimum of two years' experience working within the IFA market, including hands-on experience with provider platforms. They will be confident managing their own workload, organised under pressure, and able to communicate clearly and professionally with both clients and colleagues across multiple locations. The ideal candidate will bring: Experience in an IFA or financial services administrative role Familiarity with CRM and back office systems Strong working knowledge of Microsoft Office Excellent interpersonal and written communication skills A high level of discretion when handling sensitive client data The ability to work effectively as part of a geographically spread team, both face-to-face and remotely This is a fantastic opportunity for an experienced financial services administrator to join a supportive and established team, with a competitive salary of up to £33,000 on offer depending on experience.
Claims Administrator - Belfast
Lockton Companies LLP
Mar 22, 2026
Full time
Claims Administrator Belfast The Lockton Belfast team draws on decades of insurance services experience, combining deep technical expertise with innovative, tailored solutions for clients ranging from local businesses to major global organisations. We are now recruiting for a Claims Administrator to join our expanding team. This role is an excellent opportunity for someone at the early stages of their career: whether you are a recent graduate or looking to move into a professional, client-focused environment. You will gain strong foundations in insurance, develop key administrative and analytical skills, and build a long-term career within a highly respected global business. About the Role As a Claims Administrator, you will support the Claims team in delivering an exceptional service to clients and insurers. You will be responsible for ensuring claims are processed accurately, documentation is maintained to a high standard, and enquiries are handled efficiently. This position offers full training and the chance to develop into more senior claims roles as your knowledge grows. Your Responsibilities Provide administrative support to the Claims team, ensuring all documentation is accurate, up-to-date, and compliant. Assist with the logging, monitoring, and progression of claims across various insurance lines. Liaise professionally with clients, insurers, and internal stakeholders via email, telephone, and written correspondence. Prepare and maintain records, reports, and claims files in line with internal processes. Help coordinate information required for claims handling and settlements. Manage your workload effectively, ensuring deadlines are met without compromising quality. Support the wider team with ad-hoc administrative tasks as required. Your Knowledge & Expertise Strong organisational skills with ability to manage time, prioritise and ensure that deadlines are met without compromising quality. Ability to communicate effectively and professionally, both verbally and in writing with clients, insurers and colleagues A proactive mindset with the energy and appetite to learn and progress within the business. Good working knowledge of Microsoft Office (Outlook, Word, Excel) and an ability to learn new systems quickly. Experience of London Market systems including ECF and CLASS would be beneficial but not essential Previous administrative experience is advantageous but not required - full training will be provided. Why Join Lockton? Global reputation with a strong local presence in Belfast Extensive training and development opportunities Supportive team environment with clear progression pathways Exposure to a wide range of clients and insurance lines Opportunity to build a long-term career in claims and insurance If you'd like, I can also format this into a branded job-spec style (headers, spacing, bolding), tailor it for an advert, or create both an internal JD and an external job posting version.
Fleet Administrator
Reed Leicester, Leicestershire
Mar 22, 2026
Full time
Fleet AdministratorEnderby£26,000- £28,000Permanent opportunity Calling all Fleet Administrators Are looking for a dynamic working environment, with a supporting and friendly team? We are looking for an organised and detail-oriented Fleet Administrator to join our client's fantastic team in Leicester. This role is key to ensuring the smooth and compliant operation of their vehicle fleet, supporting drivers, and maintaining accurate records across all fleet-related systems. Key Responsibilities Ordering and managing fuel cards for driversConducting driver licence checks and ensuring complianceMonitor driver compliance, escalating any convictions or endorsements as requiredUpload and maintain driver insurance and vehicle (V5) documentation (Grey Fleet Drivers)Carrying out regular audits and producing fleet reportsMaintain accurate vehicle records, including adding and removing vehicles from toll accountsProcessing changes such as private registration plate changesMaintaining and updating customers motor insurance databaseManage and process vehicle-related finesPreparing and issuing VE103 documents Issue parking permits and no-claims lettersEnsure accurate allocation of vehicles across the business About You Previous experience in a fleet, or transport administration role is desirableStrong attention to detail and excellent organisational skillsAbility to manage multiple tasks and meet deadlinesConfident using databases and Microsoft Office applicationsStrong communication skills with the ability to liaise across teamsA proactive approach to problem-solving and compliance In return, you will receive: Starting salary of up to £28,000Pension25 days holiday + BHsSupportive and collaborative team environmentOpportunities for professional development and progression Please get in touch if this sounds like your sort of job!
Senior Insurance Administrator (Award-Winning Broker)
Aston Charles Ltd Leeds, Yorkshire
Mar 22, 2026
Full time
There's admin' roles, and there's this - a key position that underpins the smooth running of one of the UK's fastest growing insurance brokerages. At this friendly and supportive brokerage, recognised as 'destination employer' and a real local success story, the Admin' Team is seen very much as core business function and your opinions and well-being are viewed as of high importance. Indeed, this Senior Admin' role is the brainchild of the Managing Director, and he will take a vested interest in ensuring you thrive and feel fulfilled in your role. Whilst the Insurance Admin' Team has been established for a number of years, this is an additional role so the finer points can be tweaked to suit your skills, experiences and ambitions. However, those seeking a basic 'paper shuffling' admin' role need not apply! From dealing with insurer correspondence through to handling declaration and creating bespoke client literature, this is certainly a more 'involved' position than similarly titled positions with competing brokers. As well as those currently working in an administrative role at present, we are also keen to hear from candidates from other areas of insurance (such as Brokers, Assistant Underwriters or Claims Handlers) who wish to take their careers in a different, less stressful direction. Given the seniority of this position, it is essential that you have some experience of working in an insurance environment - with candidates from broking, insurance company or claims backgrounds welcome to apply. Clearly, exceptional administration skills are a 'must have', as is a keen eye for detail, excellent task management & organisational skills, and the ability to help put together client documentation. You should also have excellent communication skills, both written and verbal, alongside being confident with common IT packages. In return, you will receive a generous basic salary (anticipated to be up to £30,000) plus a range of benefits. As this company is enjoying a sustained period of growth, for the ambitious there is unrivalled opportunities to progress and develop within the role. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website
HR Administrator TERM TIME ONLY
Reed Bristol, Somerset
Mar 21, 2026
Full time
37 hours per week, Permanent either 8am - 4pm or 9am - 5pm Monday to Friday Provide administrative support for the completion of effective support services in the running of the organisation. Provides point of contact for staff ensuring information flows are effective. You must be willing to work on any site. Administration Provide General Administrative support Provide a service to receive and pass on, to the appropriate person, all enquiries and incoming telephone calls using appropriate communication skills for satisfactory resolution Deal with incoming email Deal with incoming/out-going mail General production of documents Stationery ordering Filing Cover for administrator absence on other sites as and when required HR AdministrationProvide specific HR Administrative Lifecycle support Will assist in maintaining the Human Resource database and employee records and files Administration of monthly payroll by ensuring all required data is collected and processed in a timely manner, including processing of timesheets, overtime, expense claims, leave of absences and sick absence. Ensuring administration for job changes, transfers and leaver information is updated on the HR system, including amending and issuing contracts and supporting documentation as required. Completing reference requests for ex-employees, and other references (e.g. for mortgage or rental purposes). Recording sickness and other absences and processing changes made on the HR system. Input and maintain all staff records and personnel information on Arbor and the HR payroll system, ensuring changes are actioned in a timely manner. Obtain and chase GP certificates as necessary. Maintain monthly absence monitoring data in a timely manner for HR officer reporting. Monitor absence triggers, set dates and distribute relevant paperwork. Download and distribute annual Salary Statement. Dealing with basic HR queries from colleagues. Assisting with current HR project work. Other administrative duties as required by the HR officer. Gather data and create reports as required surrounding lifecycle data, compliance, absence management and offboarding. Undertake staff data collection and recording using various systems Will be positive, friendly and flexible in their approach. Maintain the Single Central Record, ensuring that all DBS checks are up to date and process renewals. Will adhere to confidentiality and the Data Protection Act and will work with sensitive information in an appropriate manner. Occasional travel to other local sites as and when required,
Insolvency Administrator
Additional Resources Ltd Stockport, Cheshire
Mar 21, 2026
Full time
An exciting opportunity has arisen for a Case Administrator to join a well-established firm specialising in insolvency, business restructuring, and corporate recovery solutions guiding directors and business owners through financial difficulties. As a Case Administrator, you will be responsible for managing case workflows and ensuring accurate documentation across multiple financial cases. This full-time role offers company pension, hybrid working options (2 days in office per week), a salary range of £25,000 - £27,000 (DOE) and benefits. You will be responsible for Creating and maintaining detailed case files and records. Preparing statutory documents, including notices and reports. Liaising with creditors, debtors, and other stakeholders to collect required information. Conducting investigations and gathering evidence to support claims and legal matters. Monitoring progress of cases and updating relevant parties. Participating in meetings with clients, solicitors, and professional partners. What we are looking for Previously worked as a Insolvency Administrator, Insolvency Case Administrator, Case Administrator, Recovery Administrator, Insolvency Assistant or in a similar role. Must have prior insolvency experience, either personal or corporate. Highly organised with the ability to manage multiple tasks efficiently. Skilled in Microsoft Office applications including Word, Excel, and PowerPoint. Strong analytical skills with careful attention to detail. Effective written and verbal communication skills. This is a fantastic opportunity for a diligent administrator to join a supportive and professional environment. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
JAG Programme Administrator
GORDON YATES Liverpool, Merseyside
Mar 21, 2026
Seasonal
JAG Programme Administrator Our client is seeking an individual with exceptional Administrator/Coordinator We are looking for an enthusiastic individual to join their team as a Temp Accreditation Unit Administrator Starting immediately- for 3 Months Liverpool- L7 3FA Hybrid working. £14.74-15.28 an hour depending experience Previous experience within a similar and fast paced administrative position would be essential. Who will you be working for? Our client is a London & Liverpool based not for profit membership organisation for healthcare professionals; they are innovative and leaders in the sectors best practice. They have several locations throughout the UK. This role is based in their Liverpool Office; The Spine The programme administrator will be responsible for administrating accreditation assessments, handling customer enquiries, administrating committee meetings and training days, and undertaking general administrative tasks for the Accreditation Unit. Providing administration for the accreditation programme Support services to register with the accreditation/ certification scheme, making clear the benefits of accreditation/certification. Organise accreditation assessments and process applications and results. Liaise with assessors, clinicians and services to administer all aspects of the accreditation and/or certification process from start to finish, ensuring timelines are adhered to and that a high quality service is delivered. Update other team members on the progress of assessments during weekly meetings and escalate queries appropriately. Coordinating training days and governance meetings Providing administration for training days, including booking venues and liaising with trainers, colleagues and delegates. Issuing invitations for training days and events, processing delegate registrations and maintaining up-to-date and accurate delegate lists. Preparing training material including packs and online documentation. Collating and reporting on feedback from training days and events. Communications Being the first point of contact for external queries by telephone and email and providing an excellent level of customer service. Running a helpdesk service which responds to queries within agreed timescales. This may include providing guidance, supporting users to navigate various web tools, resetting passwords and/or setting up new users. Financial responsibility Contribute to financial processes as per unit policies including raising of annual subscription invoices, processing invoices for payment, processing expense claims and processing other bills for travel, accommodation and teleconferences. You will need: Essential Experience of assisting with the planning and coordination of effective meetings and events. Experience of supporting formal committee-style meetings including writing high quality minutes of meetings. Demonstrable experience of engaging and communicating with stakeholders effectively. Customer service experience Desirable Experience of administration in a healthcare or related context, such as the NHS Understanding of confidentiality and data protection legislation including information governance.
Claims Handler Administrator
Adecco City, Cardiff
Mar 21, 2026
Full time
We are looking for a cheerful and motivated Claims Handler Administrator to join our client's dynamic team in Cardiff. Location: Cardiff Fully Onsite Role - In the Office 5 Days per week. 28,000 What You'll Do: As a Claims Handler Administrator, you'll play a crucial role in our operations. Your day-to-day activities will include: Processing Claims: Efficiently handling claims submissions and ensuring all documentation is accurate and complete. Client Communication: Engaging with clients through phone and email, answering queries, and providing updates on claim statuses. Data Management: Maintaining accurate records in our systems, ensuring all information is up-to-date and easily accessible. Team Collaboration: Working closely with colleagues to support the claims process and improve workflows. Problem Solving: Identifying and resolving issues that may arise during the claims process, ensuring a seamless experience for our clients. Who You Are: We're looking for a team player who thrives in a fast-paced environment! You should have: Strong Communication Skills: You're articulate and confident in your interactions, both written and verbal. Attention to Detail: You take pride in your work and ensure accuracy in everything you do. Organisational Skills: You can manage multiple tasks effectively while staying on top of deadlines. Tech Savvy: Proficient in using computers and familiar with various software applications. Positive Attitude: You bring enthusiasm and a can-do approach to every challenge! What We Offer: In return for your hard work and dedication, we offer: Competitive Salary: 28,000 DOE. We value your skills and experience, and we offer a salary that reflects that. Career Development: Opportunities for training and professional growth to help you reach your potential. Supportive Environment: A friendly and collaborative team that believes in lifting each other up. Work-Life Balance: We understand the importance of balance and offer flexible working options. Fun Perks: From team-building activities to social events, we know how to have a good time while working hard! Ready to Make a Difference? If you're excited about the opportunity to be part of a thriving team and contribute to our clients' successes, we want to hear from you! Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Junior Commercial Claims Handler
Aston Charles Ltd Leeds, Yorkshire
Mar 20, 2026
Full time
The Regional Claims Centre of Excellence of this national broking house handles a wide variety of losses on behalf of colleagues based from a number of offices across Yorkshire. As such, it is a highly visible role, where your successes will be obvious to a range of stakeholders and you will benefit from a variety of opportunities for progression. Due to the continued acquisition of quality accounts across the region, the need has arisen to appoint several Claims Handlers - both experienced Cross-Class Commercial Claims Handlers to join in a more senior capacity, as well as Junior Commercial Claims Handlers who may have previously only dealt with say, Motor or Property claims. Recognising that a robust claims function is essential for fulfilling its commitment to clients, this broker has invested significantly in the Claims Department - from the appointment of some of the region's most gifted Claims Handlers, through to delivering bespoke training and using state of the art technology. The Claims Department also benefits from a team of Claims Administrators who do a lot of the basic work, freeing up the time of Claims Handlers to focus on what they do best - delivering superb client outcomes in the event of a loss. You will initially be allocated a portfolio of claims that reflects your prior exposure to different losses, and less-experienced colleagues will be trained to deal with a wide variety of claims such as Property, Liability, Fleet, CAR, Cyber and Financial Lines. As mentioned above, we welcome applications from Claims Handlers at all levels of experience, including those from broker, insurer, adjusting and legal backgrounds. You must have a genuine passion for delivering excellent client service and pride yourself on your ability to deliver the best claims settlement possible. You must also have excellent communication skills, the ability to have difficult conversations with a variety of stakeholders of all levels of seniority, as well as solid negotiation skills. You must also be analytical, with excellent problem-solving skills, and the ability to see possible solutions to claims scenarios that may pass others by. This broker is based in North Leeds with plenty of parking nearby, close to major public transport, and within an easy walk of local amenities. It operates a hybrid-working model, where you will be welcome to work from home 2-3 days per week. In return, you will receive a generous basic salary, a quarterly bonus and generous benefits package, as well as support towards professional qualifications under the Chartered Insurance Institute. For the ambitious, it is worth noting that this firm is enjoying a significant period of growth (both organic and as a result of complimentary acquisitions). As such, there will be opportunities for your role to be expanded to include a variety of duties such as management, or specialising in certain kinds of claims. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website
Commercial Claims Handler
Aston Charles Ltd Leeds, Yorkshire
Mar 20, 2026
Full time
The Regional Claims Centre of Excellence of this national broking house handles a wide variety of losses on behalf of colleagues based from a number of offices across Yorkshire. As such, it is a highly visible role, where your successes will be obvious to a range of stakeholders and you will benefit from a variety of opportunities for progression. Due to the continued acquisition of quality accounts across the region, the need has arisen to appoint several Claims Handlers - both experienced Cross-Class Commercial Claims Handlers to join in a more senior capacity, as well as Junior Commercial Claims Handlers who may have previously only dealt with say, Motor or Property claims. Recognising that a robust claims function is essential for fulfilling its commitment to clients, this broker has invested significantly in the Claims Department - from the appointment of some of the region's most gifted Claims Handlers, through to delivering bespoke training and using state of the art technology. The Claims Department also benefits from a team of Claims Administrators who do a lot of the basic work, freeing up the time of Claims Handlers to focus on what they do best - delivering superb client outcomes in the event of a loss. You will initially be allocated a portfolio of claims that reflects your prior exposure to different losses, and less-experienced colleagues will be trained to deal with a wide variety of claims such as Property, Liability, Fleet, CAR, Cyber and Financial Lines. As mentioned above, we welcome applications from Claims Handlers at all levels of experience, including those from broker, insurer, adjusting and legal backgrounds. You must have a genuine passion for delivering excellent client service and pride yourself on your ability to deliver the best claims settlement possible. You must also have excellent communication skills, the ability to have difficult conversations with a variety of stakeholders of all levels of seniority, as well as solid negotiation skills. You must also be analytical, with excellent problem-solving skills, and the ability to see possible solutions to claims scenarios that may pass others by. This broker is based in North Leeds with plenty of parking nearby, close to major public transport, and within an easy walk of local amenities. It operates a hybrid-working model, where you will be welcome to work from home 2-3 days per week. In return, you will receive a generous basic salary, a quarterly bonus and generous benefits package, as well as support towards professional qualifications under the Chartered Insurance Institute. For the ambitious, it is worth noting that this firm is enjoying a significant period of growth (both organic and as a result of complimentary acquisitions). As such, there will be opportunities for your role to be expanded to include a variety of duties such as management, or specialising in certain kinds of claims. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website
Insolvency Administrator
Ambition Europe Limited
Mar 20, 2026
Full time
About the Role An established and highly reputable advisory firm is seeking an Insolvency Administrator to join a growing team. This is an excellent opportunity for an experienced insolvency professional who is looking to broaden their corporate case exposure and progress within a supportive, high-performing environment. You will be responsible for handling a varied portfolio of corporate insolvency cases, including CVLs, MVLs, Administrations , and other formal appointments. The role offers strong development opportunities, direct exposure to senior staff, and a structured progression path. Key Responsibilities Managing a range of corporate insolvency cases from appointment through to closure Preparing statutory reports, creditor updates, notices and decision procedure documentation Reviewing financial information to support investigations, asset realisation and distributions Liaising with directors, creditors, solicitors, agents, and other stakeholders Handling creditor claims and maintaining accurate, compliant case files Conducting AML/KYC checks in line with regulatory requirements Drafting correspondence, progress reports, proposals and supporting documents Using IPS or similar case-management software to produce documents and monitor case milestones Supporting senior team members with complex cases and project-based tasks About You Experience in corporate insolvency administration is essential (2+ years) Strong understanding of insolvency legislation, SIPs and regulatory requirements Confident interpreting financial data and statutory documentation Excellent communication skills, with the ability to manage multiple stakeholders Strong organisational skills and ability to manage competing deadlines Experience using IPS or similar systems is desirable Proactive, detail-oriented and eager to develop professionally Benefits A competitive benefits package is offered, including: Core Benefits 25 days' holiday Life cover (4 salary) Auto-enrolment pension (5% employer / 5% employee) Employee Assistance Programme - free 24/7 confidential support Flexible / Enhanced Benefits Private medical Cash Plan - support for dental, optical, physio, alternative therapies Cycle to Work scheme Health screening Buy & sell holiday (up to 5 days per year, post-probation) Other Optional Benefits Car leasing Electric car scheme
CRM and Data Officer (Fundraising and Compliance)
HorseWorld Trust
Mar 19, 2026
Full time
We are looking for a CRM & Data Officer to take ownership of HorseWorld s supporter data and CRM system ensuring it is accurate, compliant and actively enabling our fundraising to grow. At HorseWorld, we believe in the power of horses to change lives. For over 70 years, we ve rescued, rehabilitated and rehomed horses, ponies and donkeys in need. Today, that work reaches further through our Discovery programme, we partner rescued horses with children and young people who are struggling in mainstream education, helping them rebuild confidence, connection and a sense of possibility. We are growing our impact, and with that comes the need for strong foundations. Behind every donation, every supporter, every horse and every young person we reach, there is data we must be able to trust. This role sits at the heart of that. The Role This is a pivotal role within our fundraising team. You will be the person who makes sure our systems work, our income is correctly recorded and reconciled, and our data is handled with care and integrity. You will work closely with fundraising and finance colleagues, and with the CEO, to ensure that our data not only meets regulatory requirements, but supports better decisions, stronger relationships and increased income. This is not just about maintaining data. It s about making it useful. Key Responsibilities CRM & Data Management Own and manage HorseWorld s CRM system, ensuring data accuracy, integrity and usability Act as system administrator and lead on any future development or upgrades Produce reports and insights to support fundraising performance and decision-making Support colleagues to use the CRM effectively through guidance and training Data Protection & Compliance Work with the CEO to ensure compliance with GDPR and relevant fundraising regulations Act as a key point of contact for data protection queries and audits Maintain clear processes, documentation and staff understanding of data responsibilities Fundraising Operations & Financial Reconciliation Reconcile all fundraising income through the CRM with the Accounts team on a monthly basis Ensure all income streams (online platforms, standing orders, events, etc.) are accurately recorded and monitored Support fundraising activities and events with data and financial processes Gift Aid Manage and improve Gift Aid processes to ensure efficiency and compliance Submit accurate monthly claims and maintain robust records Ensure readiness for HMRC inspection at all times Lottery Administration Record and monitor lottery income Complete required returns to the Gambling Commission Ensure compliance with all relevant regulatory requirements About You You are someone who takes pride in getting things right. You are naturally organised, detail-focused and comfortable working with data, systems and processes. You understand that accuracy matters not just for compliance, but because it underpins trust, income and impact. You are equally comfortable working independently and as part of a team, and you bring a practical, problem-solving mindset to your work. You don t just keep systems running you look for ways to make them better. Experience & Skills Essential Experience working with CRM systems and managing data accurately and systematically Strong Excel and IT skills Experience in administrative roles involving finance and/or donor data Confidence in reconciling income and producing reports Ability to manage multiple priorities and meet deadlines Strong attention to detail and analytical thinking Desirable Experience in a fundraising or charity environment Knowledge of Gift Aid and charity income processes Experience with Beacon CRM or similar systems Understanding of GDPR and data protection requirements Personal Qualities Aligned with HorseWorld s values: Caring, Collaborative, Proactive, Adaptable, Inclusive A collaborative team player who builds strong working relationships A proactive problem-solver with a can do attitude Comfortable taking ownership and working with minimal supervision Motivated by the impact of our work with horses and young people Why This Role Matters Every donation we receive, every supporter we engage, and every programme we deliver relies on data being accurate, compliant and usable. In this role, your work will directly support: the growth of our fundraising income the strength of our supporter relationships and ultimately, the number of horses and young people we can help It s a role with real responsibility and real impact.
SIPP Administrator
Recruit Wealth Sale, Cheshire
Mar 19, 2026
Full time
An established and highly respected pensions provider is seeking an experienced New Business Pension Administrator to join its growing technical administration team. Operating for over 25 years, the business works closely with regulated financial advisers across the UK, delivering specialist pension solutions supported by strong technical expertise, innovative technology and a collaborative team culture. This is an excellent opportunity for someone with SIPP administration experience who is looking to join a business where their expertise will be valued and where they can further develop their technical knowledge within the pensions sector. The Opportunity Consider this role as an entry point to their specialist SIPP administration team, supporting advisers and clients by processing new business applications and ensuring pension transactions are completed accurately and efficiently. The role offers exposure to a broad range of pension administration activities and the opportunity to work alongside experienced team members within a supportive and professional environment. You will regularly liaise with financial advisers, investment providers and internal teams, ensuring requests are handled efficiently while maintaining the highest standards of service, accuracy and regulatory compliance. Key Responsibilities: Processing new SIPP business applications from submission through to completion Managing pension transfers and investment applications Processing payments to investment providers and financial advisers Handling investment withdrawals and related pension transactions Completing pension administration tasks including LOAs, FSCS claims, DSARs and agency changes Liaising with financial advisers and clients to resolve queries and provide updates Tracking requests through to completion within service level agreements Supporting wider SIPP administration where required, including property-based pensions Maintaining high standards of accuracy, compliance and risk management Contributing to internal projects and continuous improvements within the administration team What We're Looking For: Minimum 1 years' experience in pensions administration Strong working knowledge of SIPP administration Good understanding of pension rules and investment transactions Strong attention to detail and organisational skills Excellent communication skills with the ability to liaise confidently with advisers and clients Comfortable working with pension calculations and numerical data Proficiency in Microsoft Office, particularly Excel You will also bring a proactive mindset, strong teamwork and a commitment to delivering excellent client service. Why Join? This is an opportunity to join a well-established pension provider where you will work within a collaborative team focused on delivering high-quality service and expertise to advisers and their clients. The business offers a supportive culture, strong technical exposure and opportunities for ongoing professional development within the pensions industry. An attractive salary alongside comprehensive benefits are all available. Hybrid working is fully supported. Please apply to us here at Recruit Wealth for an immediate response.
Employee Benefits Administrator
Blakemore Recruitment
Mar 19, 2026
Full time
Employee Benefits Administrator Location: London Salary: £40,000-£45,000 We are a growing, values-led employee benefits and financial services firm working closely with corporate clients to design, implement and administer high-quality workplace benefit solutions. Due to continued growth, we are seeking an experienced Employee Benefits Administrator to support advisers and a portfolio of corporate clients. The Role Working alongside advisers, you will play a key role in overseeing and managing corporate employee benefit arrangements. This is a varied, hands-on position involving the day-to-day administration of pension and non-pension schemes, supporting HR teams and responding to employee queries. The role focuses on the ongoing servicing of workplace benefit arrangements, including renewals, membership changes and provider liaison, ensuring a consistently high level of client service. Key Responsibilities Act as a primary point of contact for corporate client and employee queries Administer joiners and leavers across pension and insurance schemes Request and manage new business and renewal quotations from providers Process new business accurately through the back-office system Manage claims, on-risk matters and pension scheme administration Coordinate annual renewals for insurance schemes and health cash plans Gather and summarise scheme information from providers Support advisers with renewal presentations and recommendation reports Review and issue policy documents, accounts and client invoices Build strong working relationships with HR teams and insurance/pension providers About You You will be an organised and detail-focused administrator with proven experience in employee benefits, who enjoys working in a client-facing role and takes pride in delivering a high standard of service. Key skills and attributes include: Excellent attention to detail and record-keeping skills Strong verbal and written communication Ability to multitask and work effectively under pressure Proactive, with a natural sense of initiative High integrity and discretion when handling confidential information Strong IT skills, including MS Word, Excel and Outlook Confidence building internal and external relationships Experience & Qualifications Proven experience in an employee benefits administration role Good knowledge of insurance products and the wider benefits market Experience using CRM/back-office systems (Intelligent Office desirable) Professional qualifications such as CII RO or GR1 are advantageous What's on Offer Hybrid working between home and London offices Supportive, collaborative working environment Opportunity to develop within a growing employee benefits team Long-term career progression for the right individual
Employee Benefit Administrator
Recruit UK
Mar 19, 2026
Full time
Job Title: Employee Benefit Administrator Salary: £45,000-£55,000 (depending on experience) Location: London (Hybrid) Job ID: 10156 About the Role A well-established financial planning boutique is seeking an experienced Employee Benefit Administrator to support advisers in managing corporate client employee benefit schemes. You will join a professional team with a clear focus on delivering high-quality service and strong client outcomes. Your role will include Responding to daily corporate client and employee queries Requesting and processing new business and renewal quotes from providers Administering joiners, leavers, claims, and pension schemes Preparing and summarising scheme details and supporting adviser recommendations Reviewing and issuing policy documents and client accounts Issuing client invoices and maintaining accurate records Supporting adviser-led corporate client reviews and scheme renewals Building and maintaining strong relationships with HR teams and providers Skills and experience required Minimum 2 years' experience in employee benefit administration Strong knowledge of pensions, insurance, and employee benefit processes Experience using back-office systems, ideally iO (Intelligent Office) or similar Professional qualifications such as CII RO or GR1 exams desirable Excellent attention to detail, organisational skills, and ability to multi-task Strong verbal and written communication skills Motivated for growth and interested in new business development Able to manage deadlines effectively and work under pressure Benefits Salary from £45,000, with potential to increase to £55,000 depending on experience Hybrid working with flexible arrangements 25 days annual leave plus bank holidays Private health insurance Pension contributions Opportunities for professional development and career progression About Recruit UK Recruit UK specialise in financial services recruitment across the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you at Recruit UK Equality, diversity, and inclusion embedded in everything we do Every journey begins with a detailed conversation about you and your future goals Honest feedback on your suitability and position in the current market Access to a wide network across financial planning to source the right fit for you A mindful approach linked to career satisfaction, not only salary UK-wide coverage with a local consultant supporting you No pestering, just clear professional communication
SENIOR MOTOR INSURANCE CLAIMS ENGINEERING SPECIALIST
Clark James recruitment Manchester, Lancashire
Mar 19, 2026
Full time
Hybrid working - reporting to Manchester. Clark James Insurance Recruitment are working with a prestigious, leading and established Motor Insurer currently recruiting for an experienced Motor Claims Engineering specialist. In this role you will support the strong oversight of the companies Third-Party Administrator and related suppliers to ensure that engineering services provided to customers are completed to the levels of quality, cost, and compliance standards they would expect. In addition, you will act as a key subject matter expert on technical engineering topics. What you'll do • Designing, implementing, and overseeing a framework of advanced engineering oversight: Establish a framework for providing portfolio-wide oversight of our Third-Party Administrator's engineering activities. Analyse claims-level data on an in-depth basis to identify areas for improvement related specifically to engineering activities. This could include assessment of their Repair network agreements, parts delivery strategies, and other engineering cost strategies. • Providing ongoing technical scrutiny over our TPA's engineering activities: Continually assess the engineering performance of our TPA and its engineering partners and suppliers across a range of Quality, Cost, and Compliance KPIs. Conduct regular case audits and provide secondary oversight checks across Repair works completed on behalf of our customers. • Acting as a technical point of escalation related to engineering topics: Act as a final point of escalation/referral for complex and/or high-value claims as relates to engineering-specific topics. • Acting as an Engineering subject-matter expert to the Platform team: Work alongside Product / Engineering to provide advice and expertise on Engineering-specific areas What we're looking for • Proven experience in a senior technical and/or claims auditing function within motor insurance claims, specifically dealing with engineering oversight • Experience in providing advanced oversight of Repair Networks • Experience dealing with high-value / complex Repairs / Total Loss settlements • Must have experience of using Audatex and Glassmatix estimating systems They are a dynamic and innovative company that offer excellent benefits and working environment. This is a great opportunity for candidates looking for a new challenge in a company that offers security and long-term career prospects. Generous salary and the opportunity to earn bonuses.